★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Monday, June 15, 2026
Tool Comparison · Monday, June 15, 2026
Portfolio123 vs Trackinsight
Trying to decide between Portfolio123 and Trackinsight? Here's how they compare on pricing, features, and platforms — and which one fits the way you invest.
Portfolio123
Best for screeners and quant
Rules‑based quant research and portfolio‑management platform. Free Manage module covers multi‑account tracking, watchlists, and broker connectivity, while paid Research/DataMiner/API tiers unlock multifactor ranking, screening, long history backtests, AI Factor, and programmatic access. Current homepage copy advertises 30 days of free screener and backtesting access, while public research/special-offer pages disagree on whether the 21-day Research trial is $9 or $19; API and DataMiner are excluded from the trial.
Trackinsight
Best for ETF screeners and ETF comparison
Global ETF research & data platform for screening, comparing and analyzing ETFs worldwide. Free Essentials accounts support the core screener, comparison tools, personal lists, and up to 2 ETF portfolios, while ETF Portfolio Insights, enterprise workflows and ETF Data Services/API are sold on paid/contact tiers. Current data-services copy cites 500M+ data points across 14,000+ global ETPs with daily updates.
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The verdict
The bottom line: Portfolio123 and Trackinsight cover a lot of the same ground — 8 shared categories, including data visualizations, portfolio, and watchlist — so for the basics you won't go far wrong with either. Portfolio123 simply does more — 24 categories to Trackinsight's 17, including screeners, quant, and stock ideas. Trackinsight counters by keeping things simpler.
Key differences at a glance
Free plan
Both
Both have one
Cheaper paid plan
Portfolio123
$25/mo vs $416.67/mo
Broader coverage
Portfolio123
24 vs 17 categories
Desktop app
Portfolio123
Portfolio123 only
Real-time data
Portfolio123
Portfolio123 only
Choose
Portfolio123 if…
- You want the cheaper way in — plans start at $25/mo instead of $416.67/mo
- You care about screeners, quant, and stock ideas — things Trackinsight doesn't offer
- You want more under one roof — 24 categories to Trackinsight's 17
- Delayed quotes won't cut it — you need real-time data
Choose
Trackinsight if…
- You care about ETF screeners, ETF comparison, and ETF overview — things Portfolio123 doesn't offer
- You're a long-term investor who cares more about fundamentals than headlines
Consider alternatives if…
- You'd rather have one tool that does it all.
- Neither price feels right for what you'd get.
Comparison snapshot
Standout features
What Portfolio123 does best
- Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias.
- Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems.
- Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues.
- AI Factor lets users train machine‑learning predictors for expected returns and plug the predictions into ranking systems, strategy simulations and asset-level analysis, with no-code model evaluation, blocked K-fold cross validation, lift charts and model/portfolio statistics.
- Homepage currently advertises 30 days of free screener and backtesting access with no credit card required, in addition to the free Manage module.
What Trackinsight does best
- Web-based ETF analytics platform with a global ETF screener, ETF comparison tools, ETF provider views, personal lists/watchlists and ETF Portfolio Insights modules for ETF investors.
- Global ETF screener covering a large universe of ETFs/ETPs (10k+ referenced in product copy) with filters for investment objectives, regions, themes, ESG characteristics and benchmarks.
- Side‑by‑side ETF comparison, including replication method, Trackinsight replication rating, tracking error/difference, performance, costs and sustainability metrics to support due diligence.
- Personal lists (“lists”) let users create, manage and monitor custom collections of ETFs as flexible watchlists for research and monitoring.
- ETF Portfolio Insights module to analyze, optimize and backtest ETF portfolios, providing portfolio-level views of performance, exposures, factor profiles and risk metrics, with advanced factor analysis powered by partner Scientific Portfolio (an EDHEC venture).
Data & access details
| Attribute | Portfolio123 | Trackinsight |
|---|---|---|
Asset types | StocksETFsClosed-End Funds | ETFs |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEurope | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Data freshness | Real-timeEnd of Day | End of Day |
API access | REST | REST |
Export formats | CSVJSON | CSVExcelJSON |
Seen enough? The fastest way to decide is to open both and poke around for five minutes.
Pricing breakdown
Tool
Portfolio123
$19
Starting price
Plans & pricing
Tool
Trackinsight
$416.67/mo
Starting price
Plans & pricing
Coverage overlap
Where the two tools cover the same ground.
What you only get with Portfolio123.
What you only get with Trackinsight.
Community category leaders
Vote sentiment comparison
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Still deciding? Get hands-on with both — most plans offer a free tier or trial.
Frequently Asked Questions
What's the difference between Portfolio123 and Trackinsight?
Portfolio123 leans toward screeners, data visualizations, and quant, while Trackinsight puts more weight on ETF screeners, ETF comparison, and ETF overview. They overlap in 8 categories, so for most people it comes down to workflow preference and price.
How much do Portfolio123 and Trackinsight cost?
Good news — both Portfolio123 and Trackinsight have free plans, so you can run them side by side and only pay if you hit a wall.
Do Portfolio123 and Trackinsight have APIs?
Yes — both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose Portfolio123 or Trackinsight?
It depends on what you're after. Pick Portfolio123 if screeners and quant matter to you; go with Trackinsight if you'd rather have ETF screeners and ETF comparison. And if you only need the basics both share, let price decide.
What asset classes do Portfolio123 and Trackinsight cover?
Both cover ETFs. Portfolio123 also handles stocks and closed-end funds.
Does Portfolio123 or Trackinsight have real-time data?
Portfolio123 offers real-time data, which matters if you trade actively. Trackinsight runs on delayed or end-of-day data — perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from Portfolio123 and Trackinsight?
Yes, both export to spreadsheets (CSV and JSON) — handy if you like running your own numbers.
Can Portfolio123 or Trackinsight connect to my broker?
Portfolio123 syncs with brokers automatically. With Trackinsight, you're entering holdings by hand or importing files.
Which has a better stock screener—Portfolio123 or Trackinsight?
Both Portfolio123 and Trackinsight include stock screeners, and they differ more in interface than raw power — try both and see which one clicks for you.
Can I track my portfolio with Portfolio123 or Trackinsight?
Yes, both do portfolio tracking — holdings, performance, and allocation in one place.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.